Who owns Innovator U.S. Small Cap Power Buffer ETF - January?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KJAN from SEC Form 13F filings across 137 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 137 institutions disclosed 5.1M shares of Innovator U.S. Small Cap Power Buffer ETF - January worth $231.4M — about 69.6% of shares outstanding; the largest disclosed holder is Compass Advisory Group LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
137
13F holders
$231.4M
value, 2026 filers
69.6%
of shares outstanding (5.1M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of KJAN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Compass Advisory Group LLC | 618,790 | $28.2M | 6.7% | 8.5% | +0.6% |
| 2 | PFS Partners, LLC | 493,805 | $22.5M | 9.1% | 6.8% | -2.5% |
| 3 | Long Island Wealth Management, Inc. | 476,337 | $21.7M | 9.0% | 6.5% | +0.7% |
| 4 | OSAIC HOLDINGS, INC. | 263,670 | $12.0M | 0.0% | 3.6% | +12.6% |
| 5 | MBL Wealth, LLC | 224,531 | $10.2M | 0.7% | 3.1% | +1.4% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 222,544 | $10.2M | 0.0% | 3.1% | +2.6% |
| 7 | BLAIR WILLIAM & CO/IL | 156,948 | $7.2M | 0.0% | 2.2% | -11.6% |
| 8 | Berkshire Money Management, Inc. | 148,779 | $6.8M | 0.6% | 2% | -0.4% |
| 9 | Cetera Investment Advisers | 144,469 | $6.6M | 0.0% | 2% | -13.6% |
| 10 | Kestra Advisory Services, LLC | 124,702 | $5.7M | 0.0% | 1.7% | -22.1% |
| 11 | LPL Financial LLC | 121,791 | $5.6M | 0.0% | 1.7% | +15.2% |
| 12 | BFI Wealth Solutions, LLC | 113,715 | $5.2M | 3.8% | 1.6% | +0.4% |
| 13 | PRINCIPAL SECURITIES, INC. | 105,876 | $4.8M | 0.1% | 1.5% | -10.6% |
| 14 | AdvisorNet Financial, Inc | 88,373 | $4.0M | 0.2% | 1.2% | -1.5% |
| 15 | RAYMOND JAMES FINANCIAL INC | 75,942 | $3.5M | 0.0% | 1% | -1.5% |
| 16 | Pallas Capital Advisors LLC | 66,380 | $3.0M | 0.1% | 0.9% | +4.9% |
| 17 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | 52,632 | $2.4M | 2.0% | 0.7% | +1.7% |
| 18 | TRUIST FINANCIAL CORP | 51,626 | $2.4M | 0.0% | 0.7% | -0.8% |
| 19 | Faithward Advisors, LLC | 47,912 | $2.2M | 0.3% | 0.7% | 0.0% |
| 20 | Cambridge Investment Research Advisors, Inc. | 45,603 | $2.1M | 0.0% | 0.6% | -6.1% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43,514 | $2.0M | 0.0% | 0.6% | -35.2% |
| 22 | Wood Tarver Financial Group, LLC | 42,494 | $1.9M | 0.5% | 0.6% | -2.6% |
| 23 | IFP Advisors, Inc | 36,468 | $1.7M | 0.0% | 0.5% | +1.1% |
| 24 | DHJJ Financial Advisors, Ltd. | 36,440 | $1.7M | 0.5% | 0.5% | -0.4% |
| 25 | RED CRANE WEALTH MANAGEMENT, LLC | 35,387 | $1.6M | 1.2% | 0.5% | +10.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.